As this agreement is already active, billing data is generated in a short time, but not immediately. If you have added an agreement calculation institution to a new agreement or an existing agreement with a precalculative state, you must activate the agreement. On the Service Settings page, system administrators can set default settings for work orders, reservations, schedule charts, agreements and more. Although the agreement provides a framework for the creation of work orders, details can continue to be processed at the work order level. If, for example.B. a contract can be generated from an agreement, other products and services can be added to the order if needed. other details, z.B. The price list and the type of employment contract can be changed provided there are sufficient authorisations. As soon as the agreement is active, the contract billing data is generated in a short time. Contract invoices are used to automatically generate invoices for products and services. Invoices are generated at a defined recurrence and each time contain the same products at the same price. Invoices are generated and billed regardless of whether or not work orders are executed. It`s a similar model to the one you can pay a monthly mobile phone bill, no matter how many calls or texts you send.

If contract work increases, you must decide to add multiple match incidents to a single repetition or add multiple repetitions with one or more incidents. There are things to note: you can add a contract bill to an existing agreement or add it to a new addition. You can only have an agreement with a contractual invoice and without a maintenance plan and even have multiple invoices for a single contract. Price List: Shows the price of all products and services related to an agreement and orders the price list that is replenished on work orders and invoices generated by that agreement. Add to the agreement price list all products and services used during the agreement. Agreements generally involve a negotiated price for goods and services, which is generally reflected in a brand new price list. The price list for work orders and resulting invoices can be manually updated if necessary. Start and end date: Sets the duration of the agreement. Generating booking data x months in advance: Contract booking dates help organizations plan maintenance. However, if an agreement extends over a long period of time, you do not want to generate all the booking data at once, but months in advance. The default is 12 months.

3) Now click the BOOKING RECURRENCE button, which is highlighted in the image above in green, to set up the booking repeat and set up the booking resumption as follows. Tip: Note that the agreement has a flow of business processes that will help you define each part of the agreement in a logical order. Then we have the ability to set up the number of days in advance as we need to generate the task by defining the value of the “X Days In Advance Mission To Agree” field. Generate the task automatically: Set yes so that this agreement automatically generates work orders. The system generates work orders on an ongoing basis. The generated work commands are displayed in the active command view with the Open-unsured status. If you have a “no,” you`ll need to manually generate the order for each calendar date, as we`ll look at later in this article. In scenarios where you want to use agreements only for billing and not for the generation of work orders, you must use the offer as part of the Field Service solution, which has similar functions.

Asynchronous booking data is already executed and is now triggered to make other booking data in the future based on the field service settings you have, so this is as expected. Service account and billing account: as with mission fields, the service account defines where the employment contract is reissued